View Process Templates

View all Process Templates in your organization.

View Process Templates

ProcessMaker Platform displays Process Templates created by Process designers throughout your organization in one table. This makes it easy to manage these Process Templates.

Permission Required

Your user account or group membership must have the "Process Templates: View Process Templates" permission to view a list of Process Templates unless your user account has the Make this user a Super Admin setting selected.

See the Process Templates permissions or ask your Administrator for assistance.

Follow these steps to view all Process Templates:

  1. Ensure that you are logged on to ProcessMaker Platform.

  2. Click the Designer option from the top menu. The Processes tab displays.

  3. Click the Templates tab. All available Process Templates display.

The Templates tab displays the following information in tabular format:

  • Name: The Name column displays the Process Template name.

  • Category: The Category column displays the Process Category to which the Template is assigned. Process Templates use the same Categories as those for Processes.

  • Template Author: The Template Author column displays the name of the user who created this Process Template.

  • Created: The Created column displays the date and time the Template was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

pageWhat is a Process Template?pageView Process TemplatespageCreate a Template from a ProcesspageCreate a New Process from an Existing TemplatepageEdit a Process TemplatepageImport and Configure a Process TemplatepageSearch for a Process TemplatepageConfigure a Process TemplatepageView Documentation for a Process TemplatepageExport a Process TemplatepageDelete a Process Template

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